Colonial FirstChoice Personal Super - FirstChoice Fixed Interest
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|Colonial FirstChoice Personal Super - FirstChoice Fixed Interest|
|Colonial First State Investments Limited|
|Bonds - Global / Australia|
|(as at 31 Jul 2010)|
|13 May 2002|
|$126.47 million (as at 30 Jun 2014)|
|$2.0106 (as at 18 Jul 2014)|
|$2.0025 (as at 18 Jul 2014)|
Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG Sup Bonds - Global / Aus Idx)
Market index (Morningstar Aus UBS Comp/BCGA TR Hdg AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||44.06%|
|International Fixed Interest||55.92%|
Objectives and Strategy
|To provide relatively stable returns with low potential for capital loss by investing in Australian and global fixed interest securities. To outperform the composite benchmark of 50% Citigroup World Broad Investment Grade Index, hedged to Australian dollars and 50% UBS Australian Composite Bond Index 0+ Years over rolling three-year periods before fees and taxes.|
|To invest in a diversified portfolio of government and corporate bonds that aims to deliver relatively stable returns with less fluctuation than investing in shares and property. The investments are managed by a number of leading fixed interest managers containing both index managers whose investments aim to mirror the index, and active managers who aim to outperform the index. The underlying managers of this option may use long short strategies. The portfolio aims to hedge currency risk.|
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|Indirect Cost Ratio (ICR)||1.57% (as at 19 May 2014) (Estimated)|
|Minimum initial investment||$1,500.00|
|Minimum additional investments|
|Minimum redemption amount|
Top 10 holdings (as at 30 Apr 2014)
|Holding||Type||% of Portfolio|
|Commonwealth Government Indexed Bond 4 20/08/2015||Bond - Gov't/Treasury||1.93%|
|Login now to view the complete list of holdings.|
The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au
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* Dates for historical returns vary from fund to fund